RECO might work for a short, speculative run but it has too many looming risks for my comfort zone.
Offshore Namibia and offshore Guyana/Suriname strike me as far safer speculative exploration bets. Both have been somewhat de-risked and the word has been getting out. OYL, EOG, AFE as well as more conservative FEC and AOI. Feel free to add.
If the USA and EU stay on the course on Ukraine, oil prices will stay high for the visible future and offshore exploration budgets should increase. These caribou shoulder blades are pointing to more opportunities.